Investment adviser · CRD 144796

TRIAD

Investment adviser filing (IA)

TRIAD WEALTH STEWARDSHIP, LLC

BELLEVUE, WA, United States · Form ADV filed Jan 5, 2015

Regulatory AUM
$306M
Form ADV · Item 5.F
Client accounts
556
Accounts, not individual clients
Employees
9
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 5, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

777 - 108TH AVE NE SUITE 1800
BELLEVUE, WA, 98004, United States

CRD 144796

Filing source

Form ADV 863024 · Jan 5, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.